Sheaff Brock Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $757K | Sell |
5,415
-18
| -0.3% | -$2.92K | 0.07% | 206 |
|
|
2024
Q4 | $937K | Sell |
5,433
-20
| -0.4% | -$3.48K | 0.08% | 170 |
|
|
2024
Q3 | $835K | Sell |
5,453
-40
| -0.7% | -$5.55K | 0.07% | 186 |
|
|
2024
Q2 | $680K | Sell |
5,493
-1,812
| -25% | -$223K | 0.06% | 208 |
|
|
2024
Q1 | $960K | Hold |
7,305
| – | – | 0.06% | 192 |
|
|
2023
Q4 | $956K | Sell |
7,305
-4
| -0.1% | -$433 | 0.07% | 180 |
|
|
2023
Q3 | $783K | Sell |
7,309
-687
| -9% | -$71.5K | 0.07% | 189 |
|
|
2023
Q2 | $743K | Buy |
7,996
+333
| +4% | +$28.8K | 0.06% | 202 |
|
|
2023
Q1 | $673K | Buy |
7,663
+62
| +0.8% | +$5.48K | 0.06% | 213 |
|
|
2022
Q4 | $564K | Buy |
7,601
+74
| +1% | +$6.39K | 0.06% | 226 |
|
|
2022
Q3 | $630K | Sell |
7,527
-4,325
| -36% | -$419K | 0.07% | 208 |
|
|
2022
Q2 | $1.08M | Buy |
11,852
+229
| +2% | +$24.7K | 0.09% | 151 |
|
|
2022
Q1 | $1.48M | Sell |
11,623
-685
| -6% | -$83.5K | 0.1% | 133 |
|
|
2021
Q4 | $1.59M | Sell |
12,308
-1,696
| -12% | -$226K | 0.11% | 135 |
|
|
2021
Q3 | $1.63M | Buy |
14,004
+1,266
| +10% | +$147K | 0.12% | 121 |
|
|
2021
Q2 | $1.24M | Sell |
12,738
-184
| -1% | -$16.3K | 0.09% | 145 |
|
|
2021
Q1 | $963K | Buy |
12,922
+803
| +7% | +$55.4K | 0.08% | 156 |
|
|
2020
Q4 | $785K | Buy |
12,119
+467
| +4% | +$27.2K | 0.07% | 174 |
|
|
2020
Q3 | $608K | Sell |
11,652
-1,330
| -10% | -$71.2K | 0.06% | 200 |
|
|
2020
Q2 | $736K | Sell |
12,982
-1,790
| -12% | -$94.2K | 0.07% | 171 |
|
|
2020
Q1 | $673K | Buy |
14,772
+639
| +5% | +$35.3K | 0.09% | 142 |
|
|
2019
Q4 | $791K | Buy |
14,133
+9
| +0.1% | +$467 | 0.08% | 182 |
|
|
2019
Q3 | $690K | Buy |
+14,124
| New | +$689K | 0.07% | 189 |
|
|
2019
Q2 | – | Sell |
-14,784
| Closed | -$517K | – | 498 |
|
|
2019
Q1 | $517K | Sell |
14,784
-1,133
| -7% | -$37.8K | 0.06% | 245 |
|
|
2018
Q4 | $474K | Buy |
15,917
+1,682
| +12% | +$55.6K | 0.07% | 233 |
|
|
2018
Q3 | $542K | Sell |
14,235
-1,679
| -11% | -$60.7K | 0.05% | 255 |
|
|
2018
Q2 | $512K | Buy |
15,914
+10
| +0.1% | +$318 | 0.05% | 253 |
|
|
2018
Q1 | $508K | Sell |
15,904
-6,673
| -30% | -$228K | 0.05% | 251 |
|
|
2017
Q4 | $723K | Buy |
22,577
+6,865
| +44% | +$224K | 0.09% | 199 |
|
|
2017
Q3 | $524K | Sell |
15,712
-6,666
| -30% | -$219K | 0.07% | 253 |
|
|
2017
Q2 | $746K | Buy |
22,378
+7,267
| +48% | +$228K | 0.1% | 214 |
|
|
2017
Q1 | $449K | Sell |
15,111
-6,488
| -30% | -$195K | 0.06% | 300 |
|
|
2016
Q4 | $584K | Buy |
21,599
+1,639
| +8% | +$42.5K | 0.07% | 262 |
|
|
2016
Q3 | $510K | Sell |
19,960
-1,793
| -8% | -$47.3K | 0.07% | 266 |
|
|
2016
Q2 | $534K | Buy |
21,753
+2,694
| +14% | +$71.7K | 0.07% | 267 |
|
|
2016
Q1 | $535K | Buy |
19,059
+1,312
| +7% | +$34.7K | 0.07% | 278 |
|
|
2015
Q4 | $519K | Buy |
+17,747
| New | +$566K | 0.06% | 313 |
|
Other funds holding BX
Sheaff Brock Investment Advisors's BX Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Blackstone (BX) stake by 0.33% in Q1 2025, selling an estimated $2.92K and leaving 5,415 shares worth $757K. The position accounts for 0.07% of the portfolio, ranked #206.
Sheaff Brock Investment Advisors first reported a position in BX in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.63M in Q3 2021. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.
- Sheaff Brock Investment Advisors held 5,415 shares of Blackstone worth $757K as of Q1 2025.
- Sheaff Brock Investment Advisors sold 18 Blackstone shares in Q1 2025, an estimated $2.92K.
- Blackstone made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #206 holding.
- Sheaff Brock Investment Advisors first reported a position in Blackstone in Q4 2015 and has held it in 37 quarters since.
- Sheaff Brock Investment Advisors's Blackstone position peaked at $1.63M in Q3 2021.
- 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.